Tag: Consulting - SuperDuperDiscounts

Sheridan Road Founder Launches Consulting Firm

Daniel Bryant, who founded Sheridan Road Financial, a $24 billion registered investment advisor sold to Hub International in 2019, has launched Bryant Capital Group, a strategic advisory and consulting firm focused on mid-market companies in the financial services segment. Bryant will continue in his current role as an operating partner at The Vistria Group, the […]

Mariner to Acquire $5B Institutional Consulting Firm

Real Estate Buying & Selling / August 23, 2025

Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus, has penned an agreement to acquire Southeastern Advisory Services, an institutional consulting firm headquartered in Atlanta. The deal is set to close in September, and will add about $5 billion in assets under advisement to Mariner Institutional. Southeastern

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